Serving Maryland, DC & Virginia for your mortgage needs.
301-610-9600
 
Serving Maryland, DC & Virginia for your mortgage needs.
301-610-9600

How We Do It – The Apex Advantage

With regard to our clients, our true, long term relationship with the client begins with the closing. When we try to handle every transaction in a manner that creates the highest degree of client satisfaction possible, we have earned their business, as well as all of their referrals. We do this in three macro steps.

 

  1. We analyze the client's current financial situation (where they are now), and, through the interview process, establish their priorities, regarding their financial wishes (where they want to be). We then match their current financial situation and future financial wishes with a mortgage solution that is tailor made to their goals (it gets them on the road to where they want to be) that best aligns with the client’s life style. We use a series of mortgage reports (hot link mortgage reports to this - www.apexhomeloans.com/motgagereports) to arrive at this conclusion
  2. Once the client and Apex Home Loans, Inc. have agreed on the loan program, we make every effort to expeditiously close the transaction with the least amount of inconvenience.
  3. Once the loan closes, our job truly begins. Through consistent application of our database and client retention contact program, we stay in touch with our clients on a regular basis, advising them on how to best help themselves overcome their challenges and prepare for the future through our Mortgages Under Management Program, which includes our Quarterly RateWatch Report (make this a hot link to a sample pdf report – attached) and the ability to AutoLock a future loan. (make AutoLock a hot link to the new AutoLock your Loan page on the new site )

With regard to our clients, our true, long term relationship with the client begins with the closing. When we try to handle every transaction in a manner that creates the highest degree of client satisfaction possible, we have earned their business, as well as all of their referrals. We do this in three macro steps.

 

  1. We analyze the client's current financial situation (where they are now), and, through the interview process, establish their priorities, regarding their financial wishes (where they want to be). We then match their current financial situation and future financial wishes with a mortgage solution that is tailor made to their goals (it gets them on the road to where they want to be) that best aligns with the client’s life style. We use a series of mortgage reports (hot link mortgage reports to this - www.apexhomeloans.com/motgagereports) to arrive at this conclusion
  2. Once the client and Apex Home Loans, Inc. have agreed on the loan program, we make every effort to expeditiously close the transaction with the least amount of inconvenience.
  3. Once the loan closes, our job truly begins. Through consistent application of our database and client retention contact program, we stay in touch with our clients on a regular basis, advising them on how to best help themselves overcome their challenges and prepare for the future through our Mortgages Under Management Program, which includes our Quarterly RateWatch Report (make this a hot link to a sample pdf report – attached) and the ability to AutoLock a future loan. (make AutoLock a hot link to the new AutoLock your Loan page on the new site )
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Apex NMLS ID #2884. Licensed as a Mortgage Broker and Lender by the Virginia State Corporation Commission - License # MC-1278. Licensed as a Mortgage Lender and Broker by the DC DISB, License # MLB 3142Licensed in Maryland by the DLLR, license # 4989

3204 Tower Oaks Boulevard # 400 | Rockville, MD 20852
Phone 301-610-9600 | Fax 301-610-9601

Apex NMLS ID #2884. Licensed as a Mortgage Broker and Lender by the Virginia State Corporation Commission - License # MC-1278. Licensed as a Mortgage Lender and Broker by the DC DISB, License # MLB 3142Licensed in Maryland by the DLLR, license # 4989

3204 Tower Oaks Boulevard # 400 | Rockville, MD 20852
Phone 301-610-9600 | Fax 301-610-9601

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